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Lead enrichment · ivee · hiring platform

Every lead, enriched before the call.

ivee's sales team was calling leads off blank records, finding out who they were talking to during the call itself. The leads were fine. The context around them was missing. I rebuilt the front of the funnel around enrichment, so every lead reaches a rep already carrying its company context. Built in three weeks.

£25k/mo
net new revenue
~2,100
records migrated, de-duplicated, validated and enriched
3 weeks
from nothing to a live system, documented and handed over
EngagementFront-of-funnel rebuild: lead enrichment and the system around it
Timeline3 weeks, documented handover
StackAttio · Typeform · n8n · Aircall · AI transcription
They built our entire CRM from scratch in three weeks. Leads route and log themselves now, and we run it day-to-day without them.
Amelia, Founder, ivee
(01)

What I found

The leads were arriving. What was missing was everything a rep needs to know before picking up the phone.

The sales team was calling blind. Company name, headcount and the prospect's own answers about how their team used AI all came up blank on the record at call time. The rep found out who they were talking to during the call itself.

Context was thrown away at capture. Leads who filled in the form with a personal email but typed their company name had that company silently discarded. Hundreds of leads arrived as anonymous individuals.

No routing by account size. Submissions were sorted and assigned by hand, so the biggest opportunities queued behind the smallest.

Messy, duplicated history. Inconsistent phone formats, duplicate companies, blank company fields and mismatched team-size values, so even the data that existed couldn't be trusted.

Nothing carried between calls. Calls weren't logged against contacts, so whatever a rep learned on the first call was gone by the second.

(02)

What I built

Enrichment first. Everything else exists so a rep never opens a blank record again.

Enrichment for every kind of lead. Website, work email, personal email with a company named, personal email with nothing: each route resolves to a company record with headcount, sector and the prospect's stated need. This is the part that moved revenue.

Company context recovered for past leads too. 492 company records were created from historical leads who had used a personal email but named their employer, about 540 more personal-email leads were linked to named companies, and company size was backfilled across the base.

Routing by account size. Leads go to the right owner by headcount band the moment they arrive, split into sales-assisted (11+ employees) and self-serve.

A purpose-built Attio workspace. People, Companies, Deals and Products, a named-stage pipeline from lead to verbal agreement, and fields mapped to the data the team actually uses.

Capture that never duplicates. An n8n workflow creates or updates the right record on every submission, matched on email and domain, normalises phone numbers and captures UTM attribution.

Calls that log themselves. Completed calls pull the transcript, match the caller to the right person and post it as a note. Historical calls were backfilled.

A full migration and clean-up. About 2,100 records re-uploaded with corrected mappings: around 1,412 people and 706 companies. 191 team-size values corrected, 1,083 phone numbers validated and duplicates removed.

A handover the team could use. A live walkthrough plus a technical reference covering the architecture, routing logic, each automation step by step and troubleshooting.

(03)

What it changed

£25,000 a month in net new revenue. The same inbound, worked by the same team. The difference is that a rep now knows the size of the account and what it asked for before the call starts.

Reps open a lead already briefed. The first call does qualification work instead of introductions.

Hundreds of dead leads came back. Personal-email leads that used to arrive anonymous now carry a company, including across the existing base.

Nothing depends on someone remembering. Capture, routing, de-duplication, enrichment and call logging all run on their own.

DeliverableStatus
Attio workspace build: objects, pipeline, fields, viewsDelivered
Typeform to Attio live integration, tested end to endDelivered
Historical lead import, mapped and checkedDelivered
Calling stack integrated: Aircall, transcripts logged automaticallyDelivered
Invoice tracking inside the CRMDelivered
Walkthrough call and reference documentationDelivered
The takeaway

The build people notice is the CRM. The one that paid for itself is enrichment: every lead reaching a rep already carrying the company, the headcount and what the prospect said they needed. Same leads, same team, £25,000 a month in net new revenue. And the team runs it day to day without me.

Book a call

If leads arrive and nobody can say what happened to them, start here.

If something in your numbers doesn't add up, I'm happy to take a look.